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iShares Core S&P Mid-Cap ETF

2,646 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,096 increasing their positions, 1,036 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $9.52M

80% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 81

6% more funds holding in top 10

Funds holding in top 10: 363383 (+20)

6% more repeat investments, than reductions

Existing positions increased: 1,096 | Existing positions reduced: 1,036

4% more capital invested

Capital invested by funds: $82.5B → $85.5B (+$3.07B)

0% more funds holding

Funds holding: 2,6332,646 (+13)

0.16% less ownership

Funds ownership: 80.51%80.35% (-0.16%)

Holders
2,646
Holders Change
+13
Holders Change %
+0.49%
% of All Funds
32.55%
Holding in Top 10
383
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.51%
% of All Funds
4.71%
New
146
Increased
1,096
Reduced
1,036
Closed
81
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
1501
Continental Investors Services
Washington
$1M -$5.13K -74 -0.5%
IIM
1502
Ipswich Investment Management
Massachusetts
$1M
FFN
1503
Focus Financial Network
Minnesota
$1M -$145K -2,094 -12%
SM
1504
Sweeney & Michel
California
$1M +$2.22K +32 +0.2%
SCP
1505
Stevens Capital Partners
Nebraska
$1M +$20.1K +290 +2%
KA
1506
Kooman & Associates
Pennsylvania
$1M +$1.87K +27 +0.2%
CWS
1507
Cypress Wealth Services
California
$1,000K -$12.1K -175 -1%
PMFA
1508
Plante Moran Financial Advisors
Michigan
$996K -$369K -5,319 -27%
RFP
1509
Root Financial Partners
California
$994K -$76.7K -1,105 -7%
OPA
1510
Old Port Advisors
Maine
$994K -$69.6K -1,004 -6%
FFA
1511
Fortune Financial Advisors
Kansas
$992K -$1.94K -28 -0.2%
BHPW
1512
Box Hill Private Wealth
Arizona
$988K -$294K -4,242 -22%
BM
1513
Berman McAleer
Maryland
$987K +$10.4K +150 +1%
MBWA
1514
Marin Bay Wealth Advisors
California
$985K +$6.31K +91 +0.6%
FI
1515
Financial Insights
Washington
$984K -$38.2K -550 -4%
COCM
1516
Charter Oak Capital Management
New Hampshire
$981K +$61.7K +889 +7%
CWM
1517
CCG Wealth Management
California
$981K +$6.59K +95 +0.7%
CAM
1518
Carret Asset Management
New York
$979K -$347 -5 -0%
SWM
1519
Steelhead Wealth Management
Virginia
$975K +$1M +14,438 New
SLG
1520
Stanley-Laman Group
Pennsylvania
$975K +$9.37K +135 +0.9%
BWCS
1521
Beirne Wealth Consulting Services
Connecticut
$975K -$5.98M -86,276 -86%
CA
1522
Calton & Associates
Florida
$973K -$29.8K -430 -3%
CF
1523
Clarity Financial
Texas
$971K +$7.84K +113 +0.8%
CCG
1524
Chatham Capital Group
Georgia
$970K +$59.3K +855 +6%
LWANC
1525
Laurel Wealth Advisors (North Carolina)
North Carolina
$970K -$26.5K -382 -3%

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2026, worth a combined $85.5B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IJH positions and 81 closed out — a net gain of 65 holders — while 1,096 added to existing stakes and 1,036 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,646 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,633 in Q4 2025.
  • Funds reported $85.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 81 closed out, a net change of +65 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2026 was Goldman Sachs, an estimated $757M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2026 was LPL Financial, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2026.